Florida 2026 Session Status: Introduced 1 D cosponsors

SB 786 — Trusts

Last action — Laid on Table, companion bill(s) passed, see HB 895 (Ch. 2026-54)

  1. 1
    Introduced
  2. 2
    In Committee
  3. 3
    Passed Senate
  4. 4
    Passed House
  5. 5
    To Executive
  6. 6
    Enacted

This bill has been introduced in the Senate. Introduced December 08, 2025. It must pass committee before a floor vote.

Next likely step: a committee referral and hearing.

Odds of enactment

Low chance

Based on the sponsor, cosponsors, and committee posture, this bill has a low chance of becoming law.

Upgrade to see the exact probability and what's driving it.

A statistical estimate from our own model of past outcomes — an insight, not a guarantee. Policymaking is volatile.

Prognosis

Stalled 28% · moderate confidence

  • Introduced

    Current position in the legislative process.

  • 1 sponsor

    1 primary, 0 co-sponsors signed on.

  • Single-party support

    Sponsorship is currently within one party (1 D).

  • Cleared a recorded vote

    Passed 4 recorded votes so far.

Based on stage, sponsorship breadth, committee status, recorded votes, and cross-state momentum — a description of the observable signals, not a prediction.

Summary

Trusts; Authorizing a trustee to obtain a settlement of his or her accounts and be discharged under certain circumstances; requiring a trustee seeking settlement and discharge to send a trust disclosure document to specified persons; providing that a trustee is discharged upon completion of distributions or transfers if no timely written objections are received and is discharged from all liability and claims arising out of any matter disclosed in the trust disclosure document, etc.

Bill Text

What changed in the latest version

15 added · 15 removed

15 line(s) added, 15 removed.

→
Previous
Latest
Florida Senate - 2026 SB 786 By Senator Berman 26-00154B-26 2026786__ A bill to be entitled An act relating to trusts;
Florida Senate - 2026 CS for SB 786 By the Committee on Judiciary;
and Senator Berman 590-02448-26 2026786c1 A bill to be entitled An act relating to trusts;
736.10081 Settlement and discharge of a trustee;
736.10081 Nonjudicial settlement and discharge of a trustee;
Florida Senate - 2026 SB 786 26-00154B-26 2026786__ settlement of his or her accounts and be discharged pursuant to this section when either of the following occurs after 6 months after the trustee’s acceptance:
Florida Senate - 2026 CS for SB 786 590-02448-26 2026786c1 settlement of his or her accounts and be discharged pursuant to this section when either of the following occurs 6 months after the trustee’s acceptance:
Florida Senate - 2026 SB 786 26-00154B-26 2026786__ against the trustee arising from any matter disclosed in a trust disclosure document may be barred unless a written statement objecting is received by the trustee from you within 60 days after your receipt of this trust disclosure document and notice.
Florida Senate - 2026 CS for SB 786 590-02448-26 2026786c1 against the trustee arising from any matter disclosed in a trust disclosure document may be barred unless a written statement objecting is received by the trustee from you within 60 days after your receipt of this trust disclosure document and notice.
If you have questions, please consult your attorney.” (3) The trustee shall also send the trust disclosure document described in subsection (2) to any other person who the trustee reasonably believes would be affected by the trust disclosure document.
If you have questions, please consult your attorney.” (3) The trustee shall also send the trust disclosure document described in subsection (2) to any other person whom the trustee reasonably believes would be affected by the trust disclosure document.
Florida Senate - 2026 SB 786 26-00154B-26 2026786__ (7) This section is in addition to, and not a replacement of, rights of a trustee to otherwise settle the trustee’s accounts.
Florida Senate - 2026 CS for SB 786 590-02448-26 2026786c1 (7) This section is in addition to, and not a replacement of, rights of a trustee to otherwise settle the trustee’s accounts.
⬇ Download PDF
View plain text versions (2)

Action History

  1. Laid on Table, companion bill(s) passed, see HB 895 (Ch. 2026-54) -SJ 446

  2. Substituted HB 895 -SJ 446

  3. Read 2nd time -SJ 446

  4. Placed on Special Order Calendar, 02/26/26

  5. Placed on Calendar, on 2nd reading

  6. Favorable by- Rules; YEAS 24 NAYS 0

  7. On Committee agenda-- Rules, 02/17/26, 12:00 pm, 412 Knott Building

  8. Now in Rules

  9. Favorable by Banking and Insurance; YEAS 9 NAYS 0

  10. On Committee agenda-- Banking and Insurance, 02/11/26, 9:00 am, 412 Knott Building

  11. Now in Banking and Insurance

  12. CS by Judiciary read 1st time

  13. Pending reference review under Rule 4.7(2) - (Committee Substitute)

  14. CS by Judiciary; YEAS 11 NAYS 0

  15. On Committee agenda-- Judiciary, 02/03/26, 1:00 pm, 110 Senate Building

  16. Introduced

  17. Referred to Judiciary; Banking and Insurance; Rules

  18. Filed

Sponsors

Sponsorship breakdown

Export CSV (upgrade) →

1 sponsors · 0 co-sponsors · 163 not signed on

Sponsors (1)

Co-sponsors (0)

None.

Not signed on (163)

163 members have not signed on to this bill.

Show all 163 →

"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.

Whip count is in markup. Polling the chamber and every recorded vote this session. Only the first open is slow. It’s instant for you after this. Calling the roll · Tallying · Engrossing

Votes

Favorable

Passed 24 Yea · 0 Nay
Party YeaNayPresentNot Voting
Republican 18000
Democrat 5000
No Party Affiliation 1000
Total 24000
% of votes cast 100%0%0%0%
How each member voted (24)
Member Party Vote
Berman, Lori Democrat Yea
Davis, Tracie Democrat Yea
Jones, Shevrin D. "Shev" Democrat Yea
Osgood, Rosalind Democrat Yea
Rouson, Darryl Ervin Democrat Yea
Pizzo, Jason W. B. No Party Affiliation Yea
Boyd, Jim Republican Yea
Bradley, Jennifer Republican Yea
Brodeur, Jason Republican Yea
Burgess, Danny Republican Yea
Burton, Colleen Republican Yea
DiCeglie, Nick Republican Yea
Gaetz, Don Republican Yea
Garcia, Ileana Republican Yea
Grall, Erin Republican Yea
Harrell, Gayle Republican Yea
Hooper, Ed Republican Yea
Martin, Jonathan Republican Yea
Passidomo, Kathleen Republican Yea
Rodriguez, Ana Maria Republican Yea
Simon, Corey Republican Yea
Trumbull, Jay Republican Yea
Vacant Republican Yea
Wright, Tom A. Republican Yea

Official roll call →

Subjects

finance
Cross-referencing the record. Reading this bill against every other bill in the corpus by meaning, not keywords. Only the first open is slow. It’s instant for you after this. Matching · Ranking · Engrossing

Frequently asked questions

What does SB 786 do?
Trusts; Authorizing a trustee to obtain a settlement of his or her accounts and be discharged under certain circumstances; requiring a trustee seeking settlement and discharge to send a trust disclosure document to specified persons; providing that a trustee is discharged upon completion of distributions or transfers if no timely written objections are received and is discharged from all liability and claims arising out of any matter disclosed in the trust disclosure document, etc.
Who sponsors SB 786?
SB 786 is sponsored by Berman, Lori (Democrat).
What is the current status of SB 786?
This bill has been introduced in the Senate. Introduced December 08, 2025. It must pass committee before a floor vote.
Where can I track SB 786?
Track SB 786 free on One Click Politics — get push/email alerts when it moves.

Make your voice heard on SB 786

Find the representatives who decide this bill and tell them where you stand — for yourself, or mobilize your whole list in one click with One Click Politics advocacy software.

Find my representatives → Run a campaign

Stay ahead of SB 786

Last checked for changes 2 months ago · updated continuously

One Click Politics tracks every bill in Congress and all 50 states.

Track this bill →